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Lumin: Generate, Sign and Track in Salesforce

Send, sign, and close deals faster with native eSignatures in Salesforce.

Overview

See How Lumin: Generate, Sign and Track in Salesforce Works

  • NATIVE SALESFORCE ESIGNATURES Send contracts, track signatures, and close deals without ever leaving your CRM. Signed documents automatically sync back to Salesforce with complete audit trails, keeping everything your sales team needs in one place.

  • STREAMLINED CONTRACT CREATION Reusable templates pull in live Salesforce data to create contracts in seconds. Customer names, deal amounts, terms, and custom fields flow instantly into every document. No manual data entry, no delays.

  • SIMPLE SIGNING EXPERIENCE Give your customers an intuitive signing experience that works flawlessly on any device. Reduce signing friction and speed up deal closure with a clean, professional process that takes seconds.

Streamline your agreement processes with native eSignatures that integrate seamlessly into your existing workflow. - **Real-time tracking and automatic sync:** Monitor contract status directly in Salesforce dashboard with instant notifications when documents are opened, viewed, and signed. - **Contract automation:** Auto-populate contracts with your Salesforce data, including names, deal amounts, terms, and custom fields. Build once, use forever with zero manual data entry or errors. - **Deploy in minutes with clicks-not-code setup:** Simple installation with guided configuration — no custom code, no complex APIs, no IT involvement required. - **Enterprise-grade security and compliance:** Lumin is SOC 2 Type 2 certified with advanced end-to-end encryption. Secure AWS hosting with GDPR, CCPA, PCI-DSS, and eIDAS compliance. - **COMING SOON:** - **Document generation:** Create custom agreements on the fly without leaving your CRM with automatic Salesforce data population, then save as reusable templates. - **Verified Digital Signing:** Eliminate signature fraud with government-issued digital ID verification (mDLs/mDocs) for cryptographic proof of signer identity beyond email.

Categories

Business Needs
Contract Management
Document Generation
Project Management
Industries
Engineering, Construction, & Real Estate
Government
Professional Services
Personas
Business Operations Manager
Consultant
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Managed Package